35 articles
Pre-Enrollment List Overview
Enroll/Assign a Client from the Pre-Enrollment List
Pre-Enrollment Page
Pre-Enrollment Matching Page
Adding a Client to the Pre-Enrollment List (Waitlist)
Enroll a Client using the Add Service Function
Adding a Service File
Add Service File Wizard
Start Client Communication (SMS/Email)
How to Close a Service File
Changing the Presenting Participant
Add/Change the Presenting Issues
Navigating the Service File
Service Billing Summary Report
Service File Note Page
Service File Setup
Using Anonymous Services
Anonymous Service Type Page
Anonymous Service Page
About the Case
Creating a Case
Navigating the Case
Add IndividualHow to add an individual / client to Penelope
Case Billing Summary Report
Navigating the Individual Profile
Anonymous Service List Page
Safety Concern and Financial Concern Flags
Using the Intake Wizard
About the Intake Wizard
Troubleshooting: Event booked through Add Service Wizard not picking up Availability Site
Troubleshooting: Cannot remove Individual from a Case
Troubleshooting: Intake Wizard notes not saving
Troubleshooting: "Document Date cannot be in the future" when closing Service File
Troubleshooting: Service File Cannot be Closed
Troubleshooting: Worker not appearing when attempting to add them to a Service File